Apollon Wealth Management
MSBT icon

Apollon Wealth Management’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Apollon Wealth Management’s Portfolio MSBT Stock Details MSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.47M Buy
103,100
+10,500
+11% +$214K 0.03% 437
2026
Q2 		$1.56M Buy
+92,600
New +$1.91M 0.02% 564

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Eagle Global Advisors
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Mission Wealth Management
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Migdal Insurance & Financial Holdings
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Addison Capital
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Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
Decker Wealth Management LLC
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Valeo Financial Advisors
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FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Apollon Wealth Management's MSBT Position: Q3 2026 in Review

Apollon Wealth Management increased its Morgan Stanley Bitcoin Trust (MSBT) stake by 11% in Q3 2026, buying an estimated $214K and bringing the position to 103,100 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #437.

Apollon Wealth Management first reported a position in MSBT in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold MSBT as of Q3 2026.

  • Apollon Wealth Management held 103,100 shares of Morgan Stanley Bitcoin Trust worth $2.47M as of Q3 2026.
  • Apollon Wealth Management bought 10,500 Morgan Stanley Bitcoin Trust shares in Q3 2026, an estimated $214K.
  • Morgan Stanley Bitcoin Trust made up 0.03% of Apollon Wealth Management's portfolio in Q3 2026, its #437 holding.
  • Apollon Wealth Management first reported a position in Morgan Stanley Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.